Civic Intelligence

Make a Difference- Wisconsin Inc

990 • Fiscal year 2023 • EIN 20-5203533

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 02, 2023

Organization ProfileWWW.SECUREFUTURES.ORG

View Organization Page

710 N Plankinton Avenue 1400Milwaukee, WI 53203

(414) 273-8101

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.19x

Higher debt load relative to assets than 66% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.23x

Higher debt load relative to revenue than 68% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$146,055

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

86th percentile

38%

Faster asset growth than 86% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

48th percentile

5.5%

Faster revenue growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$2,419,205

Up $662,862 (+38%) from 2022

Net Assets

Up

$1,963,936

Up $306,955 (+19%) from 2022

Liabilities

Up

$455,269

Up $355,907 (+358%) from 2022

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin70th percentile

Revenue

Up

$1,937,826

Up $100,427 (+5.5%) from 2022

Expenses

Up

$1,630,871

Up $263,935 (+19%) from 2022

Net Income

Down

$306,955

Down $163,508 (-35%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $175,977Liabilities 2011: $0Net Assets 2011: $175,9772011Assets 2012: $187,009Liabilities 2012: $309Net Assets 2012: $186,7002012Assets 2013: $321,074Liabilities 2013: $1,002Net Assets 2013: $320,0722013Assets 2014: $495,070Liabilities 2014: $8,255Net Assets 2014: $486,8152014Assets 2015: $564,396Liabilities 2015: $10,756Net Assets 2015: $553,6402015Assets 2016: $571,018Liabilities 2016: $6,267Net Assets 2016: $564,7512016Assets 2017: $713,070Liabilities 2017: $38,180Net Assets 2017: $674,8902017Assets 2018: $730,223Liabilities 2018: $38,116Net Assets 2018: $692,1072018Assets 2019: $706,600Liabilities 2019: $48,665Net Assets 2019: $657,9352019Assets 2020: $1,047,257Liabilities 2020: $173,758Net Assets 2020: $873,4992020Assets 2021: $1,324,069Liabilities 2021: $137,551Net Assets 2021: $1,186,5182021Assets 2022: $1,756,343Liabilities 2022: $99,362Net Assets 2022: $1,656,9812022Assets 2023: $2,419,205Liabilities 2023: $455,269Net Assets 2023: $1,963,9362023Assets 2024: $2,529,481Liabilities 2024: $435,489Net Assets 2024: $2,093,9922024Assets 2025: $2,542,327Liabilities 2025: $442,905Net Assets 2025: $2,099,4222025

Highlighted filing

2023

Assets$2,419,205
Liabilities$455,269
Net Assets$1,963,936
Open 2023 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $383,018Expenses 2011: $255,838Net Income 2011: $127,1802011Expenses 2012: $285,7962012Expenses 2013: $308,6472013Revenue 2014: $571,386Expenses 2014: $404,643Net Income 2014: $166,7432014Revenue 2015: $627,766Expenses 2015: $560,941Net Income 2015: $66,8252015Revenue 2016: $686,851Expenses 2016: $675,740Net Income 2016: $11,1112016Revenue 2017: $816,924Expenses 2017: $706,785Net Income 2017: $110,1392017Revenue 2018: $924,132Expenses 2018: $906,915Net Income 2018: $17,2172018Revenue 2019: $969,238Expenses 2019: $1,003,410Net Income 2019: -$34,1722019Revenue 2020: $1,338,404Expenses 2020: $1,122,840Net Income 2020: $215,5642020Revenue 2021: $1,384,834Expenses 2021: $1,071,815Net Income 2021: $313,0192021Revenue 2022: $1,837,399Expenses 2022: $1,366,936Net Income 2022: $470,4632022Revenue 2023: $1,937,826Expenses 2023: $1,630,871Net Income 2023: $306,9552023Revenue 2024: $1,965,769Expenses 2024: $1,835,713Net Income 2024: $130,0562024Revenue 2025: $2,085,450Expenses 2025: $2,080,020Net Income 2025: $5,4302025

Highlighted filing

2023

Revenue$1,937,826
Expenses$1,630,871
Net Income$306,955
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 2, 2023
Return Version
2022v5.0
Gross Receipts
$1,937,826
Mission and Program Overview

Mission

The mission of the organization is to provide financial literacy programs and resources that empower students to make sound financial decisions. The organization's vision is to build strong communities where students and their families make informed financial decisions and take control of their financial future.

Financial literacy programs and resources to empower students to make sound financial decisions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,182,327$1,336,037▲ $153,710
Intangible Assets$411,273$388,019▼ $23,254
Pledges and Grants Receivable$47,513$169,200▲ $121,687
Land, Buildings, and Equipment, Net$13,438$133,913▲ $120,475
Cash and Non-Interest-Bearing Accounts$64,974$53,961▼ $11,013
Accounts Receivable$25,000$25,000→ $0
Prepaid Expenses and Deferred Charges$11,818$12,617▲ $799
Total Assets$1,756,343$2,419,205▲ $662,862
Other Assets Total$0$300,458▲ $300,458
Liabilities
Other Liabilities$2,616$378,549▲ $375,933
Accounts Payable and Accrued Expenses$96,746$76,720▼ $20,026
Total Liabilities$99,362$455,269▲ $355,907
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,609,468$1,794,736▲ $185,268
Net Assets With Donor Restrictions$47,513$169,200▲ $121,687
Total Net Assets Fund Balance$1,656,981$1,963,936▲ $306,955
Total Liabilities and Net Assets / Fund Balance$1,756,343$2,419,205▲ $662,862

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$20,503--
Equipment$38,410$20,087-
Leasehold Improvements$75,000--
Other Assets Org$1,889--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brenda CampbellPresident & CEOFT$128,779$17,276$146,055

Board Members and Trustees

NameTitle
Jeremy CainChair
Jackie DarrVice Chair
Andrea CataldoDirector
Anne TidmoreDirector
Daisy FregosoDirector
David PolkDirector
Irina KwiatkowskaDirector
Isaac WoodsDirector
James NeubauerDirector
John MrozDirector
Jonathan SmuckerDirector
Lloyd LevinDirector
Malado CisseDirector
Nathan StadingDirector
Robert LagrantDirector
Sandra DunstDirector
Sara WalkerDirector
Sydney NelsonDirector
Trinette GreenDirector
Maximilian MannSecretary
Wayne BreitbarthTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,897,916
Program Service Revenue
$2,412
Investment Income
$14,698
Other Revenue
$22,800
All Other Contributions
$1,560,473
Change in Net Assets
$306,955

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Intellectual Property2$48,823Fair Market Value (FMV)
Total Noncash Contributions2$48,823-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,937,826
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$45,138
Total Revenue per Audited Statements
$1,982,964
Total Revenue per Form 990
$1,937,826
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$954,308
Other Expenses$525,908
Total Fundraising Expense$252,486
Grants and Similar Amounts Paid$150,655
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$503,770$55,145$132,076$690,991
Grants to Domestic Individuals$150,655--$150,655
Depreciation Depletion$143,333$1,492$3,015$147,840
Current Officers, Directors, Trustees, and Key Employees$58,984$36,865$51,611$147,460
Fees for Services Other$67,750$1,972$21,890$91,612
Payroll Taxes$43,724$6,947$14,032$64,703
Office Expenses$52,228$8,450$3,122$63,800
Conferences and Meetings$49,511$1,799$621$51,931
Occupancy$28,838$4,582$9,254$42,674
Advertising$23,536$8,595$1,913$34,044
Other Employee Benefits$27,909$991$3,939$32,839
Pension Plan Contributions$13,482$1,395$3,438$18,315
Insurance$7,223$1,148$2,318$10,689
Fees for Services Accounting-$9,112-$9,112
Fees for Services Legal-$7,749-$7,749
Other Expenses$1,696$1,419$4,168$7,283
Travel$5,105$25$1,089$6,219
Total Functional Expenses$1,197,614$180,771$252,486$1,630,871

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,676,009
Expenses per Audited Statements$1,630,871
Total Expenses per Form 990$1,630,871
Expenses Not Reported on Form 990$45,138
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,800
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Investment Conference$360,243$22,800-$22,800
Total Events$360,243$22,800-$22,800
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right-of-use Lease Obligations$378,549
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“We do not grant authority to committees to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The president and ceo and treasurer present to the executive committee in detail, then it goes to the full board for review and approval.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest statement is provided to each director at our annual meeting. They read, sign, and return it. It is stored in an electronic file after being reviewed. Any conflicts are brought to the attention of the president and ceo and are addressed on an individual basis”

Form 990, Part VI, Section B, Line 15

“A review of local and national comparable salaries is reviewed as are performance outcomes. Based on that and existing budget constraints, salaries and or increases for existing employees are determined. The board treasurer and chairperson determine the president and ceo's increase. The finance committee reviews overall staff salary increases proposed by organization leadership and the board approves as part of the annual budget review and approval.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Securefutures Foundation Inc
EIN
20-5203533
Phone
4142738101
Address
710 N PLANKINTON AVENUE 1400, MILWAUKEE, WI 53203

Signing Officer

Name
Brenda Campbell
Title
President & CEO
Phone
4142738101
Signed
2023-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brenda Campbell
Formed
2006
Legal Domicile
Wi
Voting Board Members
22
Independent Board Members
22
Employees
17
Volunteers
150

Preparer

Firm
Ritz Holman Llp
Address
330 E KILBOURN AVE SUITE 550, MILWAUKEE, WI 53202
Preparer
Diana G Luttmann
Phone
4142711451
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization is exempt from income tax under section 501(c)(3) of internal revenue code and is classified as other than a private foundation. Management has reviewed all tax positions recognized in previously filed tax returns and those expected to be taken in future tax returns. As of june 30, 2023, the organization had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The organization does not anticipate any significant changes to unrecognized income tax benefits over the next year.”

Raw XML AppendixShowing 400 of 605 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm16ANNE TIDMORE
IRS990/Form990PartVIISectionAGrp/PersonNm17MALADO CISSE
IRS990/Form990PartVIISectionAGrp/PersonNm18ISAAC WOODS
IRS990/Form990PartVIISectionAGrp/PersonNm19LLOYD LEVIN
IRS990/Form990PartVIISectionAGrp/PersonNm20SYDNEY NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm21BRENDA CAMPBELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21128779
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21PRESIDENT & CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0337443
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt022800
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0150655
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0150655
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01937826
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt02318
IRS990/InsuranceGrp/ManagementAndGeneralAmt01148
IRS990/InsuranceGrp/ProgramServicesAmt07223
IRS990/InsuranceGrp/TotalAmt010689
IRS990/IntangibleAssetsGrp/BOYAmt0411273
IRS990/IntangibleAssetsGrp/EOYAmt0388019
IRS990/InvestmentIncomeGrp/ExclusionAmt014698
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014698
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt020087
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013438
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0133913
IRS990/LandBldgEquipCostOrOtherBssAmt0154000
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE ORGANIZATION IS TO PROVIDE FINANCIAL LITERACY PROGRAMS AND RESOURCES THAT EMPOWER STUDENTS TO MAKE SOUND FINANCIAL DECISIONS. THE ORGANIZATION'S VISION IS TO BUILD STRONG COMMUNITIES WHERE STUDENTS AND THEIR FAMILIES MAKE INFORMED FINANCIAL DECISIONS AND TAKE CONTROL OF THEIR FINANCIAL FUTURE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01656981
IRS990/NetAssetsOrFundBalancesEOYAmt01963936
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt022800
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt022800
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01609468
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01794736
IRS990/NoncashContributionsAmt048823
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt09254
IRS990/OccupancyGrp/ManagementAndGeneralAmt04582
IRS990/OccupancyGrp/ProgramServicesAmt028838
IRS990/OccupancyGrp/TotalAmt042674
IRS990/OfficeExpensesGrp/FundraisingAmt03122
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08450
IRS990/OfficeExpensesGrp/ProgramServicesAmt052228
IRS990/OfficeExpensesGrp/TotalAmt063800
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0300458
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03939
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0991
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt027909
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032839
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1STAFF PROFESSIONAL DEVE
IRS990/OtherExpensesGrp/Desc2AWARDS AND PRIZES
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt04168
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013386
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt118849
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2850
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31419
IRS990/OtherExpensesGrp/ProgramServicesAmt08850
IRS990/OtherExpensesGrp/ProgramServicesAmt1170
IRS990/OtherExpensesGrp/ProgramServicesAmt210850
IRS990/OtherExpensesGrp/ProgramServicesAmt31696
IRS990/OtherExpensesGrp/TotalAmt022236
IRS990/OtherExpensesGrp/TotalAmt119019
IRS990/OtherExpensesGrp/TotalAmt211700
IRS990/OtherExpensesGrp/TotalAmt37283
IRS990/OtherLiabilitiesGrp/BOYAmt02616
IRS990/OtherLiabilitiesGrp/EOYAmt0378549
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0132076
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt055145
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0503770
IRS990/OtherSalariesAndWagesGrp/TotalAmt0690991
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt014032
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06947
IRS990/PayrollTaxesGrp/ProgramServicesAmt043724
IRS990/PayrollTaxesGrp/TotalAmt064703
IRS990/PensionPlanContributionsGrp/FundraisingAmt03438
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01395
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013482
IRS990/PensionPlanContributionsGrp/TotalAmt018315
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt047513
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0169200
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011818
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012617
IRS990/PrincipalOfficerNm0BRENDA CAMPBELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MONEY PATH APP
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02412
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02412
IRS990/ProgSrvcAccomActy2Grp/Desc0MONEY PATH: THIS INNOVATIVE PROGRAM ALLOWS TEENS TO EXPLORE HOW THEIR DECISIONS ABOUT COLLEGE, CAREER, BUDGETING, AND SAVING WILL IMPACT LONG-TERM GOALS AND LIFELONG FINANCIAL SUCCESS. MONEY PATH GIVES TEENS THE OPPORTUNITY TO BUILD A PERSONALIZED PLAN AND CHART A COURSE TOWARDS A FINANCIALLY EMPOWERED FUTURE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0653310
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02412
IRS990/ProgSrvcAccomActy3Grp/Desc0MONEY COACH: THIS PROGRAM FOCUSES ON TEENS FROM UNDER-RESOURCED COMMUNITIES AND EMPOWERS THEM THROUGH ONE-ON-ONE AND SMALL GROUP MENTORSHIP TO BUILD STRONG MONEY MANAGEMENT HABITS FOR LONG-TERM FINANCIAL CAPABILITY. THIS MULTI-WEEK EXTENSIVE PROGRAM MATCHES TEENS WITH VOLUNTEER COACHES WHO PROVIDE GUIDANCE, ACCOUNTABILITY, AND SUPPORT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0367423
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0150655
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01811857
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0107514
IRS990/PYInvestmentIncomeAmt05660
IRS990/PYOtherExpensesAmt0411233
IRS990/PYOtherRevenueAmt019882
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0470463
IRS990/PYSalariesCompEmpBnftPaidAmt0848189
IRS990/PYTotalExpensesAmt01366936
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01837399
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0306955
IRS990/RegularMonitoringEnfrcInd01

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,419,205
Liabilities
$455,269
Net assets
$1,963,936
Revenue
$1,937,826
Expenses
$1,630,871
Net income
$306,955
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.54$0.44$2.10$2.09$2.08$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.53$0.44$2.09$1.97$1.84$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.42$0.46$1.96$1.94$1.63$0.31
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.10$1.66$1.84$1.37$0.47
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.14$1.19$1.38$1.07$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.17$0.87$1.34$1.12$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.71$0.05$0.66$0.97$1.00$0.03
2018Summary only. Only limited summary data is available for this year.$0.73$0.04$0.69$0.92$0.91$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.04$0.67$0.82$0.71$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.01$0.56$0.69$0.68$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.01$0.55$0.63$0.56$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.01$0.49$0.57$0.40$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.29
2011Summary only. Only limited summary data is available for this year.$0.18$0.00$0.18$0.38$0.26$0.13